Tortuga Wealth Management

Tortuga Wealth Management HELP PRESERVE YOUR WEALTH, LEGACY, AND IMPACT www.finra.org and www.sipc.org. No offers may be made or accepted from any resident of any other state.

Welcome to Tortuga Wealth Management, a premier woman-owned financial advisory firm catering to high net-worth clients. Our team of advisors is composed of highly qualified individuals who hold the Certified Financial Planners™ designation and have extensive training in business succession planning and estate planning. We pride ourselves on providing a curated white glove service to our clients, e

nsuring that their financial needs are met with the utmost care and attention to detail. Whether you're looking to plan for your retirement, manage your wealth, or pass on your legacy to future generations, our team of experts is here to guide you every step of the way. With our expertise and personalized approach, we can help you achieve your financial goals and live out your life in an impactful way. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email [email protected] or give us a call at (310) 935-0275.

**Angela Park Sheldon, Kevin Bidenkap, Jeff Weston, and Christine Chui are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Tortuga Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
07/15/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

When was the last time you paid yourself first?
07/08/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Student loan changes are now in effect. Could they impact your family's education plans?For borrowers, students, and fam...
07/01/2026

Student loan changes are now in effect. Could they impact your family's education plans?

For borrowers, students, and families, the takeaway is simple: watch for communications from your loan provider, confirm your contact information is up to date, and review your available borrowing and repayment options before important deadlines arrive.

Source:

The changes will affect how much students and their parents can borrow, as well as their repayment options.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
07/01/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
06/24/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Generate income and rebuild principal. A powerful one-two punch.
06/17/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
06/10/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
06/03/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
05/27/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Saving for college doesn’t have to be as complicated as college itself.
05/20/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Address

1957 W Carson Street, Ste 100
Torrance, CA
90501

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Tortuga Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tortuga Wealth Management:

Shortcuts

Share

Category